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Odoo CRM + Getform Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and Getform

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

About Getform

Getform is a form backend management tool that lets you handle your web forms & submissions easily

Getform Integrations

Best Odoo CRM and Getform Integrations

  • Odoo CRM Google Sheets

    Getform + Google Sheets

    Save submissions from the Getform to a Google Sheets spreadsheet Read More...
    When this happens...
    Odoo CRM New Submission
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want a simple way to deliver all submission data to your Getform forms while also making it simple to sort, filter, and parse each entry? This integration does just that by delivering every form submission to a Google Sheets spreadsheet. Once the integration is active, new submissions on your Getform will be added to the first unoccupied row of the spreadsheet you specify.
    How It Works
    • A new submission is received on Getform
    • Appy Pie Connect creates a new row on Goggle Sheets spreadsheets
    Apps involved
    • Getform
    • Google Sheets
  • Odoo CRM Slack

    Getform + Slack

    Send Slack Channel messages for new Getform form submissions Read More...
    When this happens...
    Odoo CRM New Submission
     
    Then do this...
    Slack Send Channel Message
    Want to keep your entire Slack team up to date on Getform submissions? Once this Getform-Slack integration is enabled, you'll receive automated notifications on a regular basis. It will then send a new message to any channel you specify with the data of each Getform submission you receive.
    How This Getform-Slack Integration Works
    • A new submission is received on Getform
    • Appy Pie Connect creates a new row on Goggle Sheets spreadsheets
    Apps involved
    • Getform
    • Slack
  • Odoo CRM Trello

    Getform + Trello

    Create cards in Trello from Getform submissions Read More...
    When this happens...
    Odoo CRM New Submission
     
    Then do this...
    Trello Create Card
    Trello is great for organizing anything, not just projects. With the new Getform integration, you can upload submissions to your favorite Trello boards automatically. Just set up this integration and whenever a new form submission is received on Getform, Appy Pie Connect will automatically create a new Trello card with required details.
    How This Getform-Trello Integration Works
    • A new submission is received on Getform
    • Appy Pie Connect creates a new card on Trello
    Apps involved
    • Getform
    • Trello
  • Odoo CRM Trello

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    {{item.message}} Read More...
    When this happens...
    Odoo CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Odoo CRM + Getform in easier way

It's easy to connect Odoo CRM + Getform without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Submission

    Triggers when new submission is received to a selected form.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Odoo CRM & Getform Integrations Work

  1. Step 1: Choose Odoo CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Getform as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Getform with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Odoo CRM and Getform

Getform is an online form building app which allows users to build forms with no coding experiences required. It is suitable for individuals, businesses and teams. It was launched in 2015 by the Getform Company which was founded by four engineers from Australia and Germany.

Odoo CRM is a cloud-based customer relationship software with a focus on small business. Odoo CRM was built based on the Odoo Enterprise platform. It was released on December 10, 2016 by Inception Labs.

Getform was integrated with Odoo CRM back in June 2017. With the integration of the two softwares, customers can now access Odoo CRM data directly through Getform. Getform users can create forms which are linked to the Odoo CRM database and the data will be pulled automatically from Odoo CRM into the form. The integration is available at Getform’s online community.

The integration of Odoo CRM and Getform allows users to create forms which are more relevant to their organization as they are able to pull in data from Odoo CRM. For example, if a user wants to create a form for an inventory stocktake, the integration allows them to pull in data from the “Inventory” module in Odoo CRM. This makes it easier for users who want to create forms for different modules in Odoo CRM because they don’t need to manually input data from all the different modules into the form.

Integration of Odoo CRM and Getform allows users to build forms faster as they do not have to spend time coding their forms as Getform does that for them. Users of Getform can therefore save time which they previously spent coding their forms manually. Integration of Odoo CRM and Getform also makes it easier for Getform users to use different features provided in Odoo CRM such as workflows, reports and dashboards because users can link their forms directly to these features in Odoo CRM.

Overall, integration of Odoo CRM and Getform has improved the efficiency of forms created by Getform users as users spend less time on creating forms manually and more time on analysing data from their forms. However, this integration also has some limitations such as the fact that you cannot add custom fields or customize the basic details of your forms such as field names and labels in Odoo CRM.

The process to integrate Odoo CRM and Getform may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.